Sravan Patibandla, Cpa
About Sravan Patibandla, Cpa
Sravan Patibandla is an Associate Director and Controller at UBS, with extensive experience in regulatory filings and fund management. He previously worked at SS&C Technologies and EY, and holds a Bachelor's Degree in Accounting, Finance, and International Studies from Indiana University.
Work at UBS
Currently, Sravan Patibandla serves as Associate Director - Controller at UBS, a position he has held since 2017. In this role, he oversees the daily NAV validation for 38 SEC governed funds and manages operations for numerous investment companies with SEC mandates, collectively overseeing assets under management exceeding $100 billion. He is responsible for performance reporting across all SEC reported fund clusters and acts as the primary contact for auditor inquiries, managing over 25 filings annually. His role includes leading various ad hoc projects, such as new fund launches and data migration.
Previous Experience at SS&C Technologies
Prior to his current role, Sravan Patibandla worked at SS&C Technologies as a Senior Accountant from 2014 to 2017 in Chicago, Illinois. During his tenure, he gained experience in handling regulatory filings, including N-PORT, N-CEN, N-1A, NMFP, and N-CSR. His work involved managing complex fund structures and numerous sub-advised accounts, which contributed to his expertise in the financial services sector.
Experience at EY
Before joining SS&C Technologies, Sravan Patibandla was employed as a Staff Accountant at EY from 2012 to 2014 in Indianapolis, Indiana. In this role, he developed foundational skills in accounting and finance, which later supported his career progression in financial management and regulatory compliance.
Education and Expertise
Sravan Patibandla earned his Bachelor's Degree in Accounting, Finance, and International Studies from the Indiana University - Kelley School of Business, where he studied from 2007 to 2011. His educational background provides a solid foundation for his expertise in financial reporting, regulatory compliance, and operational excellence within the investment management industry.
Professional Responsibilities
In his current position at UBS, Sravan Patibandla is responsible for overseeing the daily operations of investment companies and ensuring compliance with SEC regulations. He leads performance reporting for SEC reported fund clusters and manages relationships with portfolio managers to enhance operational efficiency. His role also involves leading various projects, including fund launches and data migration, showcasing his ability to manage complex financial operations.